Heritage Financial Advisory Group

Web Site: www.desepoliwealth.com
Location: Old Field, NY
Contact: Mike Desepoli
Phone:  631-878-5117

Email:  [email protected]

 Proudly Serving the Counties of:  Suffolk, Nassau, Westchester, Manhattan & Rockland.

Proudly Serving the Communities of: Port Jefferson, Stony Brook, Three Village, Mount Sinai, Belle Terre, Old Field Village, Manhasset, Lloyd Harbor, Southampton, Easthampton & Nissequogue

At Desepoli Wealth, it is our mission to provide you with a superior level of service and advice, with the goal of enhancing your quality of life.  Working closely with individuals and families for over 25 years, we understand that for many people developing and implementing a personalized financial plan can be a stressful and often daunting task.  We are very in tune to the many concerns, emotions, and expectations that go into the financial planning process, and we are here to help you every step of the way.  Our firm was founded with the goal of assisting our clients in every aspect of their financial lives. We provide independent, unbiased, fee based financial strategies and advisory services.  With complete objectivity and independence, we work solely for our clients, empowering them to make the best financial decisions possible. We strive to provide the most personalized service, because it is our belief that every individual’s financial situation is unique.

Our clients can expect to be treated with professionalism, confidentiality, personal service, respect, and a commitment to always do what is in their best interest. A great relationship is based upon a solid foundation. Our Client Bill of Rights  clearly identifies the level of proactive service and relationship you will experience at Desepoli Wealth. Our services are provided in a seamless, proactive manner and will reflect your hopes, dreams, and objectives.  We strongly believe in our wealth planning process, the consistent results we seek to deliver, and the value we can add for our clients. Give us a call or send us and email today, and experience the difference here at Desepoli Wealth Management.

Mike DesepoliMike Desepoli, AIF ®

Wealth Advisor/Accredited Investment Fiduciary ®
[email protected]
  
Mike is passionate about providing investment management and wealth planning solutions to his clients. He believes that every individuals financial situation is unique, and is dedicated to spending time getting to know his clients on a personal level. By establishing a close relationship with his clients, Mike strives to anticipate their needs before they realize that a need exists. He is responsible for providing investment management and market research for the firm.
 
Mike has been awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies™, the standards-setting body for fi360. The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. In addition to investment management, Mike works closely with Lou, developing and implementing portfolios, as well as monitoring the firm's unique proactive management strategy.
 
Mike is also very active within his community. He is a member of the Port Jefferson Chamber of Commerce, North Brookhaven Chamber of Commerce, BNI Meadows Edge which is a business networking group, and the Kiwanis Club of Sayville. He is also involved with CH.I.S.P.A. (Change Involves Spirited Pro-Active Adults), which is a group for Long Island professionals who have a desire to utilize their talents to engage in community services experiences, while expanding their social and professional circles. In his free time he enjoys working out regularly, playing golf, and participating in competitive sports. Mike is also a Certified Official for high school boys basketball, and volunteers his time each spring to officiate the annual Special Olympics basketball tournament held in Westhampton Beach.

Desepoli Wealth Management